Building Brilliant Client Relationships.
Why should you invest time and energy into building brilliant client relationships? It’s simple: Increased client satisfaction leads to a better chance of retention, upselling, and getting more referrals.
But building great relationships is a process; it’s not something that just ‘happens’. If you can create systems and habits for your team, you’ll have a much greater chance of long-term success
The 9 modules of this course will walk you through various aspects of building successful client relationships and present actionable best practices that you can immediately implement in your firm. For example, we’ll cover: • Strategies for productive meetings – including how to ask the right questions to get the outcomes you want • How to offer meaningful support your clients, particularly those who are business owners • How to elicit ‘big picture’ goals from your clients and add value to their business through understanding these goals • How to help your client clarify what will REALLY make a difference to their business • What to do when a client relationship is awkward or gets off to a rocky start • How to challenge clients gently, but effectively to achieve productive engagement • How to continually enrich and stimulate the client relationship
Improve your team’s client management and your client’s experience of working with you and build processes to ensure this is sustainable in your firm!
Mark Ferris is an entrepreneur who has founded, built and exited businesses which sell services and solutions to corporate customers. His career has spanned Asia, North America and Australia where he is currently based. As a founder, director and investor in early stage technology businesses, he is especially passionate about enabling the rapid growth of businesses to the benefit of all stakeholders. Mark currently serves as Chairman and CEO of Panalitix, an organization which enables accountants to develop first-class advisory capabilities.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
